Becky's reviews
Reviewed for
Insurance and Protection ( 5 )
Pensions ( 23 )
Equity Release ( 2 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 4 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 4 )
Financial Planning ( 21 )
Financial Mentoring ( 3 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 9 )
£100k - £200k ( 2 )
( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Leicestershire
15 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Part of pre retirement and post retirement financial planning .
How has Becky Womble helped you?
Steady advice through period of transitioning into retirement and amidst smne instability in the markets.
Have you seen the outcome you were hoping for?
Yes overall growth I my Stocks and Shares ISA and investments .
What could they have done better?
Nothing very happy with the service and annual reviews have been very beneficial.
Review
by a verified client in Merseyside
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed sound advice on retirement funds
How has Becky Womble helped you?
Very well
Have you seen the outcome you were hoping for?
Yes det
What could they have done better?
Nothing that immediately is obvious
Review
by a verified client in West Midlands
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I'd saved sufficiently to invest a small sum of money and wanted to maximise interest return, without too much risk.
How has Becky Womble helped you?
Becky provided an excellent overview about the last 12 months, answering my questions and concerns, and advising on growing the investment further.
Have you seen the outcome you were hoping for?
Yes, I'm pleased with where we are and how to move forward.
What could they have done better?
That is difficult to say without having a greater knowledge of financial planning and advice. So, from a personal perspective, there's nothing I can suggest that could've been done any better.
Review
by a verified client in Rutland
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed help with my pension plan.
How has Becky Womble helped you?
Becky keeps an eye on my pension plan. She has also advised on income protection.
Have you seen the outcome you were hoping for?
The pension plan is ongoing; we have only just submitted an application for income support and awaiting the response from the provider.
What could they have done better?
Nothing.
Review
by a verified client in Leicestershire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had a pension due to end and wanted advice on options I had.
How has Becky Womble helped you?
Yes, gave me all the help and support to get the best out come from a particular pension pot.
Have you seen the outcome you were hoping for?
Indeed, and now getting the same excellent service with my next pension.
What could they have done better?
Nothing that I can think of.